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Senior Client Service Associate Jobs in Homewood, IL

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES * Organize and prepare ...

Pyramid Consulting

SS-Client Service Associate

Chicago, IL · On-site

$25 - $28/hr

SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or ...

NFP

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Aon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

eTeam

SS-Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Homewood, IL

Senior Client Service Associate information

See Homewood, IL salary details

$27.9K

$71.5K

$128.1K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service associate in Homewood, IL is $71,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $91,500.00 per year, depending on experience, location, and employer.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities near Homewood, IL are hiring for Senior Client Service Associate jobs?

Cities near Homewood, IL with the most Senior Client Service Associate job openings:

Client Service Associate

Windward Recruiting

Chicago, IL • On-site

$15 - $20.50/hr

Other

Re-posted 17 days ago

Job description

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.
DUTIES & RESPONSIBILITIES

  • Organize and prepare materials for regular client meetings
  • Attend and participate in client meetings, prepare follow-up letters and action lists
  • Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
  • Review quarterly client reporting and participate in calls to review the materials
  • Assist in developing and implementing customized asset allocation and wealth transfer strategies
  • Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
  • Assist in preparing new business development presentations as needed
  • Participate in other internal firm initiatives
QUALIFICATIONS
  • Bachelor's degree in financial services or relevant field
  • Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
  • CFP, CPA or MBA a plus
  • Strong commitment to providing exceptional client service in a team-oriented environment
  • Consistently high attention to detail, accuracy, and thoroughness
  • Strong analytical skills
  • Outstanding written and oral communication skills
  • Proficiency in Microsoft Office, particularly Excel

The total compensation package includes a competitive base salary and bonus opportunity, structured to reflect the candidate's prior experience, demonstrated impact, and future growth potential.

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